Market Navigation Reports

Monthly multi-asset Market Navigation research reports to help investment decision
formulation, covering global markets performance and market drivers and trends

Market Drivers Report October 2023

Despite near term US economic momentum the key question is what outlook are markets pricing in for 2024?

As we close out 2023, market focus increasingly turns to the growth outlook for 2024. Continued US disinflation expected next year but (sticky) services now needs to do the heavy lifting. Increasingly tight financial conditions continue to loom over the US growth outlook for 2024...
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